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Spdr S&p 500 Etf shares owned by Dorchester Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Dorchester Wealth Management from 13F filings

Historical chart of Dorchester Wealth Management investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Dorchester Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Dorchester Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $966k 2.0k 475.31
2023-09-30 $852k 2.0k 427.48
2023-06-30 $838k 1.9k 443.28
2023-03-31 $799k 2.0k 409.39
2022-09-30 $670k 1.9k 357.14
2022-06-30 $701k 1.9k 377.29
2022-03-31 $772k 1.9k 413.28
2021-12-31 $365k 768 475.26
2021-09-30 $759k 1.8k 429.30
2020-03-31 $518k 2.0k 257.71
2019-12-31 $689k 2.1k 321.66
2019-09-30 $582k 2.0k 296.64
2019-06-30 $570k 1.9k 292.76
2019-03-31 $550k 1.9k 282.49
2018-12-31 $487k 1.9k 250.13
2018-09-30 $582k 2.0k 290.71
2018-06-30 $536k 2.0k 271.12
2018-03-31 $520k 2.0k 263.02
2017-12-31 $528k 2.0k 267.07
2017-09-30 $321k 1.3k 251.37
2017-06-30 $477k 2.0k 241.89
2017-03-31 $458k 1.9k 235.84
2016-12-31 $433k 1.9k 223.54
2016-03-31 $352k 1.7k 205.61
2015-12-31 $435k 2.1k 204.03
2015-09-30 $545k 2.1k 255.63
2015-06-30 $543k 2.1k 257.10